Jacob Reinhardt is a CFP-designated registered investment advisor, based in Edina, MN, with 10 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7400 Metro Blvd, #270, Edina, MN, 55439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob works as a financial advisor at Luebeck Geisler Hamm Wealth Management, Inc., focusing on financial planning, asset management, and risk mitigation through insurance, dedicating full-time hours. Jacob is also a Wealth Advisor/Life, Accident and health Insurance Agent at MEG Wealth Management, spending full-time hours there as well.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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